位置:中游情绪:利好参考度:2/10


国际货币基金组织发布国别经济评估报告显示,印度经济持续表现良好,国内经济条件改善支撑下预计保持韧性,但仍面临显著短期风险。2024-2025财年印度经济增长率为6.5%,2025-2026财年一季度实际GDP同比增长7.8%。食品价格温和为抑制通胀提供有利条件,今年以来整体通胀明显下降。充足资本缓冲与不良资产率创多年新低支撑金融和企业部门韧性增强,财政金融稳定性改善使服务贸易出口展现韧性,对冲商品贸易赤字扩大。

基于美国维持对印度输美商品50%高额关税的基准假设,报告预计2025-2026财年印度实际GDP增长6.6%,通胀率降至2.8%;商品贸易出口额4163亿美元同比降5.8%,进口额7466亿美元同比增2.4%;外债增至7910亿美元占GDP19.2%。2026-2027财年实际GDP增速放缓至6.2%,通胀反弹至4%;商品出口额4095亿美元同比降1.6%,进口额7826亿美元同比增4.8%;外债增至8563亿美元占GDP19%。

印度政府推进的全面结构性改革提升潜在经济增长率,2025年9月22日改革后的商品及服务税正式实施,大幅简化税率结构、改进企业注册合规流程,实际税ǎ..

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